华泰证券：交运板块三季度航运、快递或盈利占优
华泰证券预计，2026年第三季度交运板块盈利分化，航运和电商快递或凭借运价、件量及价格改善释放盈利弹性。航空盈利同比或明显下滑，公路盈利小幅承压；高铁竞争优势突出，机场表现分化，物流细分龙头仍有增长亮点。
全部 A股动态
市场快讯AI 评分4848 市场快讯利好AI 评分5454 A股电子行业41家公司披露前三季度业绩预告，36家预喜
截至10月16日12时，按申万行业分类，A股41家电子行业上市公司披露2026年前三季度业绩预告，其中24家预增、6家略增、6家扭亏，合计36家，占已披露公司87.80%。记者梳理称，多数预喜公司的业绩变动说明提及人工智能产业发展、数据中心建设需求或存储需求增加。东海证券研报称，AI驱动下行业需求依然较旺、供给端产能布局较慢，并预计近期科技季度报告陆续发布、三季报业绩大概率持续好转。
市场快讯利好AI 评分5959 A股电子行业41家公司披露前三季度业绩预告，36家预喜、占87.80%
截至10月16日12时，按申万行业分类，A股有41家电子行业上市公司披露2026年前三季度业绩预告，其中24家预增、6家略增、6家扭亏，合计36家预喜，占已披露公司的87.80%。多数预喜公司在业绩变动说明中提及人工智能产业发展、数据中心建设需求或存储需求增加。东海证券研报称，AI驱动下行业需求依然较旺盛，供给端产能布局缓慢，高景气度或持续，并预计近期科技公司三季报业绩大概率持续好转。
X·宏观AI 评分99 Wrote this 2.5 years ago. Think it's still mostly right. I hope so. FWIW my personal usage of code…
Wrote this 2.5 years ago. Think it's still mostly right. I hope so. FWIW my personal usage of code peaked around 2017 when I first became deeply informed about Machine Learning and AI. But imagining and adapting to the evolving forest has never required expertise in the trees 引用 @dampedspring：The
X·宏观AI 评分2828 Probably better to see some noticeable productivity acceleration on a macro level before pitching…
Probably better to see some noticeable productivity acceleration on a macro level before pitching 5x the growth rate ever seen in the history of man in just 3yrs. https://t.co/GaR70UEw0q https://t.co/OvGP0bDwEE 引用 @scaling01：Surveyed Anthropic staff's answers imply 17.1% GDP growth in 2030 https://
X·宏观AI 评分1818 UKMTO reporting that a tug got double-tapped in Hormuz this morning.
UKMTO reporting that a tug got double-tapped in Hormuz this morning. A TUG! https://t.co/T2SAT7m81s
X·宏观AI 评分1919 Spoke with about Trump's Russian diesel deal.
Spoke with @WarOnTheRocks about Trump's Russian diesel deal. What it is, what it isn't, and how it fits into our historic crisis in middle distillates supply. https://t.co/dN8XwhCnVe
X·宏观AI 评分4646 FT：美国10万亿美元AI基础设施热潮因项目延误、公众反弹和投资者信心不稳显现裂痕
美国10万亿美元AI基础设施热潮因项目延误、公众反弹和投资者信心不稳显现裂痕。相关建设支撑着美国经济，当前面临重新评估。
X·宏观AI 评分3737 .: “Core inflation is down. Food is below the Fed’s targets. Prescription drugs have had the…
.@SecScottBessent: “Core inflation is down. Food is below the Fed’s targets. Prescription drugs have had the biggest decrease in history. Rents are down. This is an energy shock. We will get to the other side of the Iran conflict, and those prices will come down.” https://t.co/Xw8Vf8KW6y
X·宏观AI 评分2525 过去七个交易日内美股的这一波抛售是如何发生的？10月8日前后开始，市场对AI高增长叙事和资本开支可持续性的质疑逐步升温，多个事件叠加形成共振：
过去七个交易日内美股的这一波抛售是如何发生的？10月8日前后开始，市场对AI高增长叙事和资本开支可持续性的质疑逐步升温，多个事件叠加形成共振： 1）10月8日左右：OpenAI营收口径差引发第一波抛售 引用 @qinbafrank：聊聊CRWV的真实压力以及对能都扛过此次危机？一周前觉得高Beta容易📉的其中一个原因是市场对债务的担心：博通给anthropic和openai担保了近千亿美金，spacex计划借债500亿美金买芯片。当时Crwv的cds暴涨也有了苗头 这周完全成了市场最担心的话题也是大跌的导火索之一。
X·宏观AI 评分1414 . highlights how real wage growth is up and how Americans are benefiting under the leadership of .
.@SecScottBessent highlights how real wage growth is up and how Americans are benefiting under the leadership of @POTUS. Watch the full @MeetThePress interview ⬇️ https://t.co/M88yRUoJGN
X·宏观AI 评分1616 👀 Data Authority, you say?
👀 Data Authority, you say? Cannot wait for the reconciliation fun! **note to Tehran and CENTCOM (wink, wink): simple is best, just give us a static-URL-hosted CSV. Leave the rest to us. 引用 @mb_ghalibaf：The Persian Gulf Data Authority is coming. To governments, funds, and firms in the region: yo
X·宏观AI 评分00 Excellent book
Excellent book 引用 @gbrew24：Good time to crack this one back open. https://t.co/eslPIdGL3L
X·宏观AI 评分88 SPX Price change YTD as of Friday was +11.8%. What percent of the SPX 500 stocks have beaten the…
SPX Price change YTD as of Friday was +11.8%. What percent of the SPX 500 stocks have beaten the SPX? Not cap weighted. Pick the one you think is closest
X·宏观AI 评分00 “and then, kids, the President posted to Truth Social.”
“and then, kids, the President posted to Truth Social.” https://t.co/wUlwmzbJ26
X·宏观AI 评分1111 A guy on the All In podcast is mad about Anthropic
A guy on the All In podcast is mad about Anthropic 引用 @dnapway：Ben Horowitz says Anthropic is one of the most negligent companies he’s ever seen on security "The irony on these things is wild. Anthropic is one of the most negligent companies that we've ever seen in terms of their own security." "
X·宏观AI 评分2929 This chart is from The Economist's article on "the fast-growing stock of AI-related debt."
This chart is from The Economist's article on "the fast-growing stock of AI-related debt." Without a matching rise in loanable funds, persistent rate pressure will likely crowd out rate-sensitive, non-tech sectors. #economy #markets #bonds #yields @TheEconomist https://t.co/zbJNors0XI
X·宏观AI 评分1212 This is the only theory that makes sense me why VCs whine about Anthropic non stop. Like they feel…
This is the only theory that makes sense me why VCs whine about Anthropic non stop. Like they feel embarrassed by them somehow. 引用 @MattZeitlin：They’ll never forgive a bunch of grad student libs for making a company more valuable than almost anything they’ve ever funded and that all their portfolio
X·宏观AI 评分4646 企业债收益率走高，最低评级债券收益率升至2022年以来最高
企业债市场的稳健表现曾给股票交易员带来安慰，但过去几周这一支撑有所减弱。企业债收益率逐步走高，尤其是信用状况较弱的公司；最低评级债券收益率已升至2022年以来最高水平。
X·宏观AI 评分44 Alright real talk. What’s the deal with I’ve probably been seeing their ads (in airports, on taxis)…
Alright real talk. What’s the deal with https://t.co/Jl9y6lebcB. I’ve probably been seeing their ads (in airports, on taxis) for almost 20 years. Never once heard any discourse or mention of them irl. Who or what is their market?
X·宏观AI 评分99 The tragedy of it all is that rioting against inflation and cost of living by destroying stores…
The tragedy of it all is that rioting against inflation and cost of living by destroying stores just increases inflation and cost of living. Fiscal issues lead to social issues, which lead to more fiscal issues and more social issues. 引用 @PaulAnleitner：“We become what we behold.” -William Blake
X·科技公司AI 评分1212 Starlink 💫 ❤️
Starlink 💫 ❤️ 引用 @cb_doge：Starlink became a lifeline when a sailor suffered a stroke with no mobile signal. ♥️ Elliot Russo was aboard his yacht in a remote Indonesian lagoon, when he lost movement on one side and struggled to speak. There was no mobile coverage. Their Starlink connection let th
X·科技公司AI 评分1515 The new Tesla Roadster accelerates faster than a fighter jet taking off from an aircraft carrier
The new Tesla Roadster accelerates faster than a fighter jet taking off from an aircraft carrier 引用 @XFreeze：The new Tesla Roadster produces more thrust than an F-16 fighter jet at military power Roadster Thrust augment: >80 kN (~18,000 lbf) F-16 with F100-PW-229: ~79.2 kN (~17,800 lbf) without a
X·科技公司AI 评分3232 𝕏 is seeing all-time high usage
𝕏 is seeing all-time high usage 引用 @XFreeze：𝕏 keeps growing 𝕏 recorded 13.43 BILLION website visits in Q3 2026, up from 12.67 billion in Q2, per Similarweb • 13.43B total visits • +6% quarter-over-quarter growth • +760M additional visits in a single quarter 𝕏 continues to grow as it evolves
X·科技公司AI 评分77 Already running a model endpoint? What does it take to scale it on Kubernetes?
Already running a model endpoint? What does it take to scale it on Kubernetes? In five minutes, we walk through how NVIDIA Dynamo handles deployment with scalable workers and an OpenAI-compatible endpoint. Watch below: https://t.co/S8uc5ljUIW
X·科技公司AI 评分1313 True, even SpaceX’s competitor’s FUTURE plans are behind Starship 🤣🤣
True, even SpaceX’s competitor’s FUTURE plans are behind Starship 🤣🤣 引用 @TSLAFanMtl：Ok so yeah... $SPCX has no competition. None. And that's today, before Starship becomes their mainstream rocket. Starship widens the moat *considerably* more. The competition is so far behind, they may as well be
X·科技公司AI 评分88 Grok can call restaurants by phone and book you a table
Grok @Bot can call restaurants by phone and book you a table 引用 @BrianRoemmele：“HUNNY MY GROK BOT CALLED OUR FAVORITE ITALIAN RESTAURANT AND MADE US RESERVATIONS” I built a Grok Bot whose only job is to pick up the phone and book you a table at restaurant. Literally make the call in a beautiful Gr
X·科技公司AI 评分1313 Try Grok
Try Grok @Bot 引用 @Teslaconomics：Bro… it actually worked. I sent one text to my Grok @bot asking it to order the Ollyball Keepy Uppy, the indoor ball from Shark Tank. And now it’s sitting on my doorstep. I didn’t open a single website. I just told it what I wanted, and it literally took care of t
X·科技公司AI 评分3838 We’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new wholly…
We’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new wholly owned entity dedicated entirely to the public benefit. It will start off with 5% of our shares. For every 50% increase in the company’s value over a set baseline, we can
X·财经博主AI 评分2424 Power On: Apple’s new HomeView shows the undeniable potential of a higher-end version with a…
Power On: Apple’s new HomeView shows the undeniable potential of a higher-end version with a robotic arm. https://t.co/NVMPS3cJOo
X·财经博主AI 评分2121 Apple plans a retail store reset for Nov. 6, indicating potential new Mac release timing. More in…
Apple plans a retail store reset for Nov. 6, indicating potential new Mac release timing. More in Power On: https://t.co/imlJIzWeaS
X·财经博主AI 评分2121 Apple’s iPhone Duo preorders were an absolute disaster. That may help the iPhone 18 Pro. More in…
Apple’s iPhone Duo preorders were an absolute disaster. That may help the iPhone 18 Pro. More in Power On: https://t.co/qX4Wp8R6sc
X·财经博主AI 评分2424 This is important to crystallize.
This is important to crystallize. The underlying demand trend is incredibly strong and required. Whether that means shaky business models, bad deals, expensive financing, or scarcity pricing pencils is another debate altogether. Someone will be there to pick up the pieces. But 引用 @BenBajarin：All
X·财经博主AI 评分3434 JPM’s chart puts global AI compute demand at ~450 GW in 2030 and ~530 GW in 2031. Translating that…
JPM’s chart puts global AI compute demand at ~450 GW in 2030 and ~530 GW in 2031. Translating that into capital and revenue shows aggressive these assumptions seem to be. At an illustrative $50B per fully equipped GW (low-end by the way as costs are moving up), supplying 530 GW 引用 @pequityresearch
X·财经博主AI 评分66 The problem with being too bearish here is the bears are way more retarded than the bulls 😔
The problem with being too bearish here is the bears are way more retarded than the bulls 😔 Bulls are annoyingly hyperbolic/extrapolative but at least they understand the technology
X·财经博主AI 评分11 anyone getting this on most of their chats today? OAI issues this month have been frustrating
anyone getting this on most of their chats today? OAI issues this month have been frustrating https://t.co/5OV2vEyPHO
X·财经博主AI 评分44 its happened to existing and old threads before today that are pretty vital for me + stores of…
its happened to existing and old threads before today that are pretty vital for me + stores of info. they need to restore/fix this! what is going on? @thsottiaux @tarstarr @ajambrosino @embirico @nickaturley 引用 @ShanuMathew93：anyone getting this on most of their chats today? OAI issues this month
X·财经博主AI 评分4242 若这些数据属实，我大体认同 Josh 对 Anthropic 盈利能力的判断
发文者表示，若 Josh 引述的数据属实，他大体认同其判断：按 YE26 口径，约 1000 亿美元收入对应约 5 GW 算力，其中仅约 1.25 GW 服务付费客户。按付费服务算，每 GW 收入约 800 亿美元，按整体混合口径约 200 亿美元；引用内容称，Anthropic 85% 的毛利率和超过 40% 的算力利润率意味着 70%—75% 的算力用于研发。
X·财经博主AI 评分1818 Can someone tell me how a company that is targeting the biggest IPO in history at over $2 Trillion…
Can someone tell me how a company that is targeting the biggest IPO in history at over $2 Trillion can have it's bonds rated a "junk"? And if bond investors don't even view this as Investment Grade worthy, why should equity investors? https://t.co/LS7XPw12Rr
X·财经博主AI 评分3939 "In the past year, Devin has gone from writing 13% of Cognition’s production code to more than 90%."
"In the past year, Devin has gone from writing 13% of Cognition’s production code to more than 90%." This statement is particularly notable given that many consider Cognition as having one of the highest talent density with regards to AI talent and software engineering. 引用 @pmarca：https://t.co/lhP